CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
+360
277
$2K ﹤0.01%
+90
278
$2K ﹤0.01%
+62
279
$1K ﹤0.01%
+38
280
$0 ﹤0.01%
+15
281
– –
-632
282
– –
-542
283
– –
-2,375
284
– –
-2,889
285
– –
-11,653
8 9 10 11
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